Portfolio Specialist
Loomis SaylesBoston, Massachusetts, United States
Posted December 9, 2025
106122 - 130000 USD year
Full Time
About the Company
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide.
Job Description
Loomis Sayles is a performance-driven active asset management company seeking a Portfolio Specialist to work with various Investment Teams on investment idea implementation, and to facilitate the implementation of investment strategy for investment teams.
Requirements
- Work closely with various Investment Teams on the implementation of investment ideas
- Facilitate the implementation of investment strategy for investment teams
- Determine appropriate accounts and allocation of trades within defined client guidelines and investment objectives
- Oversee execution of trade ideas approved by product team
- Monitor accounts for guideline violations and facilitate guideline resolutions
- Provide analytical support for accounts
- Play a key role in the implementation of technology and system enhancements
- Training of and back up for the reconciliation specialist team
Benefits
- Comprehensive benefits package
- Discretionary annual incentive award
- Partial telecommute benefits
- Equal Opportunity Employer